Seven Research Reports you don’t want to miss this week

Again almost anything related to “Brexit” scored high in our reader ranking of most read articles. Seven articles about Brexit are a little overdone, but we still managed to include three. That leaves room for four other interesting articles. Here they are…

  1. Best “catchy” title of the week goes to PGIM with “Are Central Banks Losing Their Mojo?” The article is calling for a comprehensive/coordinated central bank policy (obviously because there is none) in response to mitigate systemic risks.
  2. Vontobel asks the question: “Is the global economy sliding into recession?” And the answer? Markets probably have discounted an overly pessimistic scenario. But only if (a big or small if?) policymakers are able to restore confidence. For an answer on the if question we refer to the previous article.
  3. On a positive note, AXA sees no ground for pessimism in their “Economic and financial market outlook 2016”. Bottom line: “financial markets are currently peering too gloomily into the future”.
  4. In “Sunshine, Lollipops and…” Bill Gross is giving investment advice how to proceed in a world where the summer has passed for the credit based financial system. Winter is coming…
  5. In “Europe is Revolting” Source is taking a look at the political situation in Europe. Could the possibility of a Brexit, refugee crisis, anti-EU sentiment etc etc be the reason behind the recent boost in Gold?
  6. In “Brexit: big risk, little reward. The UK referendum on Europe” Blackrock takes a look at the possible implications for the UK of a Brexit. According to them an EU exit will lead to lower UK growth and investment, and potentially higher unemployment and inflation. Are there any benefits? Possibly, but also less certain.
  7. P. Morgan takes a hands-on approach with their how to invest guide; ”Brexit: How investors should approach the UK referendum”. For the first half of 2016 they expect a weak Sterling and modestly lower growth. For the long term? Even with the benefit of hindsight the economic benefit of the EU membership is hard to quantify for the BoE. The long term impact of a “Stay” or “Leave” is therefore impossible to predict.

Weekly Roundup OpinioPro

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